Excess consensus strengthens! Hong Kong stock lithium battery sector accelerates weakness, institutions say "Golden September and Silver October" difficult to meet expectations.
① The Hong Kong listed lithium battery sector is weakening. What bearish factors are continuing to ferment? ② Tianqi Lithium Corporation's H shares hit a historic low. How do institutions view the future market outlook?
BYD to Unveil Seal 06 GT, Production Version of Ocean-M Concept, on Aug 30
Once again defining luxury, BYD (01211) releases new black technology 'Easy Three-Sided' technology.
BYD's all-new black technology, ESF-III, has been officially released, reshaping the benchmark of luxury technology in the new energy sector.
GT is now a new energy! Tencent Motors officially launched the Easy Three-Party Platform, and the Tencent Z9GT and Tencent Z9 dual flagship will start pre-sale, with a pre-sale price range of 0.3398 million yuan to 0.4198 million yuan.
On August 20th, e3 | Yisifang held a successful press conference for the 2024 Tengshi Auto Technology Day and the pre-sale of the Tengshi Z9GT. The new exclusive technology "Yisifang" was stunningly released, making the Tengshi Z9GT the first in the world to be equipped with it. As the world's first intelligent vehicle control technology platform, Yisifang redefines the new energy luxury technology benchmark with its new integration of intelligent electric technology. The Tengshi Z9GT and the Tengshi Z9 flagship officially begin pre-sales, with a price range of 0.3398 million yuan to 0.4198 million yuan, combining ultimate performance and luxury enjoyment. As the new benchmark for new energy GTs, it sets a new standard for innovation and leads the luxury market.
Northeast Securities: Overseas lithium mine inventory significantly reduced in 2Q24, selling price rebounded compared to the previous quarter.
As of the end of 2Q24, australia's lithium concentrate cumulative inventory is approximately 0.249 million tons (~ 0.031 million tons LCE), a decrease of 0.236 million tons (~ 0.03 million tons LCE) compared to the previous period, a decrease of 48.7%.
Brokerage Morning Meeting Highlights: The industrialization of solid state batteries is starting, and China's lithium batteries will lead the world.
At today's brokerage morning meeting, HTSC believes that globalization and intelligence have opened up opportunities for bottom fishing in the auto parts industry; China Securities Co., Ltd. pointed out that the commercial aerospace and aviation sectors are growing rapidly and bullish on the structural recovery of the military industry; CITIC Securities stated that the industrialization of solid-state batteries has begun, and China's lithium batteries will lead the world.
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